OASBO Ohio Valley Chapter Meeting

Local meeting of OASBO's Ohio Valley Chapter

Host Organization: Ohio Association of School Business Officials (OASBO); Nadeen Askew, Events Manager; (614) 431-9116; [email protected]
Event Date: 5/10/2024
# of Hours Available: 2
Location: Great Oaks Career Campus
110 Great Oaks Drive
Cincinnati, OH 45241
Onsite Contact: Karen Royer
Treasurer/CFO
Bethel-Tate Local SD
(513) 383-2933
[email protected]

Conference Website
https://oasbo-ohio.org/chapters-and-committees/chapters/ohio-valley

Required Materials

MyCPIM Worksheet
Course Description Quick Guide

Friday 5/10/2024

9:15 AM - 10:15 AM

Course Name	Speaker(s)	Hours Available
Municipal Market Update and Trends	Austin McGuan, Senior Vice President, Government, Piper Sandler	1	View

10:30 AM - 11:30 AM

Course Name	Speaker(s)	Hours Available
Clarity & Compliance with Reimbursement Accounts & What’s Trending	Lisa Stevens, Account Development Coordinator, American Fidelity	1	View

Course Details: Municipal Market Update and Trends

Course Description and Learning Objectives

Target Audiences: School Districts

Category: Cash Management

This course will provide an update on the current state of the municipal bond market from the perspective of school district borrowers (as opposed to from the perspective of investors). It will discuss the bond-structuring consequences of the current interest rate environment, as well as other current trends in the Municipal Market.

The course will provide school district Treasurers/CFOs participating in the seminar with an update on the current state of the municipal bond market and what the current interest rate environment means for the issuers currently structuring, or are intending to structure in the near term, debt obligations for issuance. This course will provide those school district Treasurers/CFOs with necessary information on the current municipal bond market to communicate to their respective board and finance committee members, not only in terms of the current state of the municipal bond market, but also what the current market means for issuers of municipal bonds, like school districts.

Statement of Accreditation Rationale:
Understanding the current municipal market and the consequences of the current interest rate environment is relevant to school business officials who are contemplated a bond issuance.

Course Material

N/A

Austin McGuan, Senior Vice President, Government, Piper Sandler

[email protected]
3958 North Hampton Drive
Powell, OH 43065
Phone: 216 217-2099

Austin McGuan has over 15 years of experience in public finance. Since starting his public finance banking career in January of 2018, Austin has served as underwriter, placement agent, and municipal advisor on numerous transactions for municipal issuers in Ohio, including municipalities, school districts, community colleges, and state universities. Before transitioning to banking, Austin served as bond counsel for over 10 years at the law firm of Squire Patton Boggs, where his practice focused on serving a variety of municipal issuers, including large municipalities, K-12 public school districts, and public and private universities. Before his legal career, Austin served as an Assistant Auditor of State in the Office of Ohio’s Auditor of State, where he performed financial audits of various local governments. Austin is a graduate of John Carroll University (BSBA in Accountancy) and Cleveland-Marshall College of Law (JD, magna cum laude) and is a Certified Public Accountant (voluntarily inactive) in Ohio. Austin’s securities registrations include Series 50, 52, and 63.

Course Details: Clarity & Compliance with Reimbursement Accounts & What’s Trending

Course Description and Learning Objectives

Target Audiences: School Districts

Category: Miscellaneous

This course will cover an overview of the differences between tax-savings health accounts such as Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs) and Health Reimbursement Arrangements (HRAs) and the requirements of Section 125 and other regulations that go with these accounts. Attendees will learn what responsibility they need or want to accept regarding employees’ eligibility and compliance and what onus to expect the employees themselves to carry. There will be a specific emphasis on the newer types of HRAs that are trending such as the Individual Coverage HRA (ICHRA) and Retiree HRAs and how school districts are creatively using these accounts for recruitment, retainment and as retirement incentives.

Participants will be able to:
1) Distinguish the differences between HSAs and FSAs and HRAs.
2) Know and stay compliant with many IRS regulations of Section 125 and HSAs, FSAs and HRAs.
3) Discover trending ways HRAs are being used such as the recently approved Individual Coverage HRA (ICHRA) being utilized for recruiting staff for their hard-to-fill positions while saving money doing so.

Statement of Accreditation Rationale:
Various health reimbursement accounts are a vital portion of a benefit package saving both employers and employees money. It is crucial, however, to understand the differences between them and to comply with the IRS’ requirements on each to avoid being taxed and/or penalized.

Course Material

N/A

Lisa Stevens, Account Development Coordinator, American Fidelity

[email protected]
7132 Office Park Dr
West Chester, OH 45069
Phone: (614) 849-2591

Lisa Stevens serves as an Account Development Coordinator at American Fidelity. She brings more than a decade of experience serving solely the education community.

In her role, Lisa works closely with school districts in Ohio and Michigan to help develop employee benefit plans that meet their needs. She often speaks to associations, business managers, and superintendents on topics such as Section 125 Plan Compliance, Patient Protection and Affordable Care Act, High Deductible Plans, HSAs and Public Student Loan Forgiveness.

Lisa is licensed in Life and Health and has her Series 6 and 63 licenses. She is known for her communication abilities and can simplify difficult topics and explain them in everyday language, making implementation and understanding compliance much easier. Lisa was recently named the Account Development Coordinator of the year for American Fidelity.

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